W2 Mate has the ability to create and print 1099-B forms.
This tutorial shows how to create and print 1099-B forms in W2 Mate®
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
- Choose 1099&1098 Recipients in shortcut.
- Click > New 1099/1098 Recipient.
- Choose form 1099-B.
- Enter Recipient information.
- Click > OK
- Choose 1099&1098 Forms in shortcut.
- Click > Select, under form type.
- Select Form 1099-B
- Click > Select, under Recipient
- Select 1099-B Recipient
- Fill in recipient(s) amounts (for example: Proceeds, Cost of other basis, Adjustments), and click “Save.” Repeat this step for all other recipients you have added.
- Click > Print
*If printing a Recipient copy on blank paper.*
- Choose recipients
- Click > Print a Recipient /Payer copy. Choose the copy you want to print from the drop down menu.
- Click > Ok
*If printing a recipient copy on pre-printed forms*
- Choose recipients
- Click > Print DATA ONLY
- Click > Ok
The post How to Create, Populate and Print 1099- B Forms appeared first on W2 Mate® Software Tutorials.
